See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,722 | $80,717+154.9% | $154,803+32.9% | $84,808+142.6% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 13.25% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,657 | $2,761+68.7% | $4,305+8.2% | $2,631+77.0% |
| Participant deferral / active EE | $5,561 | $3,303+68.4% | $5,540+0.4% | $4,212+32.0% |
| Admin fee / account holder | $27,304 | $6,746+304.8% | $14,329+90.6% | $7,344+271.8% |